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Script to autocomplete bibtex files by polling online databases

Project description

Bibtex Autocomplete

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DOI

bibtex-autocomplete or btac is a simple script to autocomplete BibTeX bibliographies. It reads a BibTeX file and looks online for any additional data to add to each entry. It can quickly generate entries from minimal data (a lone title is often sufficient to generate a full entry). You can also use it to only add specific fields (like DOIs, or ISSN) to a manually curated bib file.

It is designed to be as simple to use as possible: just give it a bib file and let btac work its magic! It combines multiple sources and runs consistency and normalization checks on the added fields (check that URLs lead to a valid webpage, that DOIs exist at https://dx.doi.org/).

It attempts to complete a BibTeX file by querying the following domains:

Big thanks to all of them for allowing open, easy and well-documented access to their databases. This project wouldn't be possible without them. You can easily narrow down the list of sources if some aren't relevant using command line options.

Contents

New in version 1.3

Added OpenAlex and Inspire HEP as sources. Switched to a majority vote between source to find new field, along with smart field normalization and comparison. And of course, bug fixes!

See the changelog for full details.

Demo

demo.svg

Quick overview

How does it find matches?

btac queries the websites using the entry DOI (if known) or its title. So entries that don't have one of those two fields will not be completed.

  • DOIs are only used if they can be recognized, so the doi field should contain "10.xxxx/yyyy" or an URL ending with it.
  • Titles should be the full title. They are compared excluding case and punctuation, but titles with missing words will not match.
  • If one or more authors are present, entries with no common authors will not match. Authors are compared using lower case last names only. Be sure to use one of the correct BibTeX formats for the author field:
    author = {First Last and Last, First and First von Last}
    
    (see https://www.bibtex.com/f/author-field/ for full details)
  • If the year is known, entries with different years will also not match.

Disclaimers

  • There is no guarantee that the script will find matches for your entries, or that the websites will have any data to add to your entries, (or even that the website data is correct, but that's not for me to say...)

  • The script is designed to minimize the chance of false positives - that is adding data from another similar-ish entry to your entry. If you find any such false positive please report them using the issue tracker.

How are entries completed?

Once responses from all websites have been found, the script will add fields by performing a majority vote among the sources. To do so it uses smart normalization and merging tactics for each field:

  • Authors (and editors) match if they have same last names and, if both first names present, the first name of one is equal/an abbreviation of the other. Author list match they have at least one author in common.
  • ISSN and ISBN are normalized and have their check digits verified. ISBN are converted to their 13 digit representation
  • URL and DOI are checked for valid format, and further validated by querying them online to ensure they exist. DOI are normalized to strip any leading URL and converted to lowercase.
  • Many fields match with abbreviation detection (journal, institution, booktitle, organization, publisher, school and series). So ACM will match Association for Computer Machinery
  • Pages are normalized to use -- as separator
  • All other fields are compared excluding case and punctuation.

The script will not overwrite any user given non-empty fields, unless the -f/--force-overwrite flag is given. If you want to check what fields are added, you can use -v/--verbose to have them printed to stdout (with source information), or -p/--prefix to have the new fields be prefixed with BTAC in the output file.

Installation

Can be installed with pip :

pip install bibtexautocomplete

You should now be able to run the script using either command:

btac --version
python3 -m bibtexautocomplete --version

Note: pip no longer allows installing scripts globally in systems with other package managers (like most Linux distros). You can install the script locally in a virtual environment or globally using pipx:

sudo apt install pipx
pipx install bibtexautocomplete

Shell tab completion

If you want tab based completion for btac in your shell, you must install the optional argcomplete dependency.

# Either install the package separately
pip install argcomplete
# Or as a btac optional dependency
pip install bibtexautocomplete[tab]

You then need to register the tab auto-completer. On bash/zsh:

  • You can activate completion just for this script with
    eval "$(register-python-argcomplete btac)"
    
    For repeated use, I recommend adding this line to your .bashrc or .bash_profile.
  • Alternatively, you can activate completion for all python scripts using argcomplete by running
    activate-global-python-argcomplete
    
    and then restarting your shell

If using another shell than bash/zsh on Linux or MacOS, support is not guaranteed. See github.com/kislyuk/argcomplete/contrib for instructions on getting it working on other shells.

Dependencies

This package has two dependencies (automatically installed by pip) :

It also has an optional dependency, argcomplete for tab based completion. It is installed if you pip install bibtexautocomplete[tab].

Usage

The command line tool can be used as follows:

btac [--flags] <input_files>

Examples :

  • btac my/db.bib : reads from ./my/db.bib, writes to ./my/db.btac.bib. A different output file can be specified with -o.
  • btac -i db.bib : reads from db.bib and overwrites it (inplace flag). Avoid on non backed-up/version-controlled files, I'd hate it if my script corrupted your data.
  • btac folder : reads from all files ending with .bib in folder. Excludes .btac.bib files unless they are the only .bib files present. Writes to folder/file.btac.bib unless inplace flag is set.
  • btac with no inputs is same as btac ., reads file from current working directory
  • btac -c doi ... only completes DOI fields, leave others unchanged
  • btac -v ... verbose mode, pretty prints all new fields when done. See this image for a preview of verbose output.

Note: the parser doesn't preserve format information, so this script will reformat your files. Some formatting options are provided to control output format.

Slow responses: Sometimes due to server traffic, a source DB may take significantly longer to respond and slow btac.

  • You can increase timeout with btac ... -t 60 (60s) or btac ... -t -1 (no timeout)
  • You can disable queries to the offender btac ... -Q <website>
  • You can try again at another time

Command line arguments

As btac has a lot of option I'd recommend setting up an alias if you use a lot regularly.

Specifying output

  • -o --output <file.bib>

    Write output to given file. Can be used multiple times when also giving multiple inputs. Maps inputs to outputs in order. If there are extra inputs, uses default name (old_name.btac.bib). Ignored in inplace (-i) mode.

    For example btac db1.bib db2.bib db3.bib -o out1.bib -o out2.bib reads db1.bib, db2.bib and db3.bib, and write their outputs to out1.bib, out2.bib and db3.btac.bib respectively.

  • -i --inplace Modify input files inplace, ignores any specified output files. Avoid on non backed-up/version-controlled files, I'd hate it if my script corrupted your data.

  • -O --no-output don't write any output files (except the one specified by --dump-data) can be used with -v/--verbose mode to only print a list of changes to the terminal

Query filtering

  • -q --only-query <site> or -Q --dont-query <site>

    Restrict which websites to query from. <site> must be one of: openalex, crossref, arxiv, s2, unpaywall, dblp, researchr, hep. These arguments can be used multiple times, for example to only query Crossref and DBLP use -q crossref -q dblp or -Q openalex -Q researchr -Q unpaywall -Q arxiv -Q s2 -Q hep

  • -e --only-entry <id> or -E --exclude-entry <id>

    Restrict which entries should be autocompleted. <id> is the entry ID used in your BibTeX file (e.g. @inproceedings{<id> ... }). These arguments can also be used multiple times to select only/exclude multiple entries

  • --sf --start-from <id>

    Only complete the entries that come after the given id (inclusive). This is useful when resuming a previously interrupted auto-completion on the same file.

  • -c --only-complete <field> or -C --dont-complete <field>

    Restrict which fields you wish to autocomplete. Field is a BibTeX field (e.g. author, doi,...). So if you only wish to add missing DOIs use -c doi.

  • -b --filter-fields-by-entrytype <required|optional|all> only add fields that correspond to the given entry type in bibtex's data model. Disabled by default. required only adds required fields, optional adds required and optional fields, and all adds required, optional and non-standard fields (doi, issn and isbn). A list of required/optional fields by entry type can be found on the tex stackexchange

  • -w --overwrite <field> or -W --dont-overwrite <field>

    Force overwriting of the selected fields. If using -W author -W journal your force overwrite of all fields except author and journal. The default is to override nothing (only complete absent and blank fields).

    For a more complex example btac -C doi -w author means complete all fields save DOI, and only overwrite author fields.

    You can also use the -f flag to overwrite everything or the -p flag to add a prefix to new fields, thus avoiding overwrites.

  • -m --mark and -M --ignore-mark

    This is useful to avoid repeated queries if you want to run btac many times on the same (large) file.

    By default, btac ignores any entry with a BTACqueried field. --ignore-mark overrides this behavior.

    When --mark is set, btac adds a BTACqueried = {yyyy-mm-dd} field to each entry it queries.

New field formatting

You can use the following arguments to control how btac formats the new fields

  • --fu --escape-unicode replace unicode symbols by latex escapes sequence (for example: replace é with {\'e}). The default is to keep unicode symbols as is.
  • --fp --protect-uppercase <field> or --FP --dont-protect-uppercase <field> or --fpa --protect-all-uppercase, insert braces around words containing uppercase letters in the given fields to ensure bibtex will preserve them. The three arguments are mutually exclusive, and the first two can be used multiple times to select/deselect multiple fields.

Global output formatting

Unfortunately bibtexparser doesn't preserve format information, so this script will reformat your BibTeX file. Here are a few options you can use to control the output format:

  • --fa --align-values pad field names to align all values

    @article{Example,
      author = {Someone},
      doi    = {10.xxxx/yyyyy},
    }
    
  • --fc --comma-first use comma first syntax

    @article{Example
      , author = {Someone}
      , doi = {10.xxxx/yyyyy}
      ,
    }
    
  • --fl --no-trailing-comma don't add the last trailing comma

  • --fi --indent <space> space used for indentation, default is a tab. Can be specified as a number (number of spaces) or a string with spaces and _, t, and n characters to mark space, tabs and newlines.

Optional flags

  • -p --prefix Write new fields with a prefix. The script will add BTACtitle = ... instead of title = ... in the bib file. This can be combined with -f to safely show info for already present fields.

    Note that this can overwrite existing fields starting with BTACxxxx, even without the -f option.

  • -f --force-overwrite Overwrite already present fields. The default is to overwrite a field only if it is empty or absent

  • -D --diff only print the new fields in the output file. In this mode, old fields are removed and entries with no new fields are deleted. This cannot be used with the -i --inplace flag for safety reasons. If you really want to overwrite your input file (and delete a bunch of data in the process), you can do so with by specifying it explicitly via the -o --output option.

  • -u --copy-doi-to-url If a DOI is found but no URL, set the URL field to https://dx.doi.org/<doi>

  • -t --timeout <float> set timeout on request in seconds, default: 20.0 s, increase this if you are getting a lot of timeouts. Set it to -1 for no timeout.

  • -S --ignore-ssl bypass SSL verification. Use this if you encounter the error:

    [SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: certificate has expired (_ssl.c:1129)
    

    Another (better) fix for this is to run pip install --upgrade certifi to update python's certificates.

  • --ns --no-skip disable skipping. By default, btac will skip queries to sources if they lag behind (>=10 queries remain or >=60s delay between queries) when 2/3rds of the other sources have completed. This avoids having a single source slow down btac considerably.

  • -d --dump-data <file.json> writes matching entries to the given JSON files.

    This allows to see duplicate fields from different sources that are otherwise overwritten when merged into a single entry.

    The JSON file will have the following structure:

    [
      {
        "entry": "<entry_id>",
        "new-fields": 8,
        "crossref": {
          "query-url": "https://api.crossref.org/...",
          "query-response-time": 0.556,
          "query-response-status": 200,
          "author" : "Lastname, Firstnames and Lastname, Firstnames ...",
          "title" : "super interesting article!",
          "..." : "..."
        },
        "openalex": ...,
        "arxiv": null, // null when no match found
        "unpaywall": ...,
        "dblp": ...,
        "researchr": ...,
        "inspire": ...
      },
      ...
    ]
    
  • -v --verbose verbose mode shows more info. It details entries as they are being processed and shows a summary of new fields and their source at the end. Using it more than once prints debug info (up to four times).

    Verbose mode looks like this:

    verbose-output.png

  • -s --silent hide info and progress bar. Keep showing warnings and errors. Use twice to also hide warnings, thrice to also hide errors and four times to also hide critical errors, effectively killing all output.

  • -n --no-color don't use ANSI codes to color and stylize output

  • --version show version number

  • -h --help show help

Running from python

You can call the main function of this script from python directly, specifying a list of arguments as you would on the command line:

from bibtexautocomplete import main

main(["file.bib", "-o", "output.bib"])

For more interactivity and more varied inputs/outputs than reading from files and writing to files, use the BibtexAutocomplete class. Here is a small demonstration:

from bibtexautocomplete import BibtexAutocomplete

# 1 - Create a BibtexAutocomplete instance with the desired settings
# Note: some settings are stored in global variables, so avoid having multiple
# instances of this class in parrallel
completer = BibtexAutocomplete(**settings)

# 2 - Load a Bibtex information using any of the following
# 2.1 - Load a single file or list of files
completer.load_file("ex.bib")
completer.load_file(["ex1.bib", "ex2.bib"])
# 2.2 - Load bibtex content as string or list of strings
completer.load_string(bibtex)
completer.load_string([bibtex1, bibtex2])
# 2.3 - Load entry, list of entries, or list of list of entries as a dict
# Lowercase name for fields, "ID" and "ENTRYTYPE" for entry id and type
completer.load_entry({
  "author": "John Doe",
  "title": "My Awesome Paper",
  "ID": "foo",
  "ENTRYTYPE": "article"
})
# You can also specify author and editor fields as a (list of) firstnames and lastnames
completer.load_entry({
  "author": [{"firstname": "John"}, {"lastname": "Doe"}],
  "title": "My Awesome Paper",
  "ID": "foo",
  "ENTRYTYPE": "article"
})

# 3 - Run the completer (may take a while)
completer.autocomplete()

# 4 - Get the results
# As the input may be split into mutliple files (or strings), so is the output
# The length of output list is the sum of:
# - the length of lists passed to load_file and load_string
# - the number of calls to load_entry
# When using write_file, you must provide the same number of filepaths
completer.write_file("ex.btac.bib")
completer.write_file(["ex1.bib", "ex2.bib"])
completer.write_string() # type: list[str]
completer.write_entry() # type: list[list[EntryType]]

The settings passed to the BibtexAutocomplete constructor mirror the command-line arguments, see their documentation for details.

lookups: Iterable[LookupType] = ...,
# Specify which entries should be completed (default: all)
entries: Optional[Container[str]] = None,
mark: bool = False,
ignore_mark: bool = False,
prefix: bool = False,
escape_unicode: bool = False,
diff_mode: bool = False,
# Restrict which fields should be completed (default: all)
fields_to_complete: Optional[Set[FieldType]] = None,
# Specify which fields should be overwritten (default: none)
fields_to_overwrite: Optional[Set[FieldType]] = None,
# Specify which fields should have uppercase protection (default: none)
fields_to_protect_uppercase: Container[str] = set(),
filter_by_entrytype: Literal["no", "required", "optional", "all"] = "no",
copy_doi_to_url: bool = False,
start_from: Optional[str] = None,
dont_skip_slow_queries: bool = False,
timeout: Optional[float] = 20,  # Timeout on all queries, in seconds
ignore_ssl: bool = False,  # Bypass SSL verification
verbose: int = 0,  # Verbosity level, from 4 (very verbose debug) to -3 (no output)
# Output formatting
align_values: bool = False,
comma_first: bool = False,
no_trailing_comma: bool = False,
indent: str = "\t",

Credit and license

This project was first inspired by the solution provided by thando in this TeX stack exchange post. I worked on as part of a course on Web data management in 2021-2022 as part of my masters (MPRI).

This project is free and open-source. It is distributed under terms of the MIT License. See the LICENSE file for more information

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